Why I Chose To Close My Position in BionNTech? Although I still believe BioNTech is undervalued at current levels, I have chosen to close my position and free up some cash after Iran attacked Israel on April 13, 2024, right after the opening of the stock market on Monday the 15th. Thankfully, the market didn’t … Read more
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Why I Chose to Invest in Surgutneftegaz PAO – Preferred Shares (SNGSP.MOEX) While Surgutneftegaz might not be a familiar name to the average investor, or even to those with a focus on the oil and gas industry, it remains one of Russia’s largest vertically integrated oil companies. It integrates a range of operations, from research … Read more
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Why I Chose to Invest in FSK-Rosseti PAO (FEES.MOEX) For me it’s always a rare occurrence to discover a company that enjoys a practical monopoly within its operational market. While analyzing listed Russian firms at the end of 2021, I was drawn to one such entity bearing the name Rosseti, which exercises a monopoly over … Read more
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Why I Chose to Invest in Gazprom PAO (GAZP.MOEX) I had never anticipated taking Baron Rothschild’s saying, “the time to buy is when there’s blood in the streets“, quite so literally. However, when the Russian-Ukrainian conflict ignited, I didn’t anticipate it turning into such a protracted situation. The Crimea incident, for instance, lasted just about … Read more
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Why I Chose to Invest in Mosenergo PJSC (MSNG.MOEX) As an investor with a preference for robust balance sheets, I constantly seek value in various stock markets worldwide. Towards the end of 2021, my focus increasingly turned towards Hong Kong and Russia, primarily because my stock market screeners identified numerous potential candidates in these regions. … Read more
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Why I Chose To Close My Position in Hysan Development? Although I still believe Hysan Development is undervalued at current levels, I have chosen to close my position and free up some cash after Iran attacked Israel on April 13, 2024, right after the opening of the stock market on Monday the 15th. Thankfully, the … Read more
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Why I Chose To Close My Position in Sinopec Kantons? Although I still believe Sinopec Kantons is undervalued at current levels, I have chosen to increase my holdings in Hysan Development as I believe this company has more potential at the current depressed price level. In addition, closing my full position in Sinopec Kantons has … Read more
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